Privacy Policy

Effective Date: March 1, 2026

Definitions

“Magnolia Legacy Partners” is the company to which this privacy policy pertains. We refer to ourselves as “Magnolia”, “we” or “us” throughout this policy in connection with our investment and advisory services.

“You” is any client, prospective client, or other user of this website. We refer to you as “you”, “your” or “client”.

“Personal Information” about you, for purposes of this policy, is information that identifies, relates to, describes, is reasonably capable of being associated with, or could reasonably be linked, directly or indirectly, with you or your household in the context of our investment and advisory services.

“Sensitive Personal Information” about you, for purposes of this policy, is as defined in applicable privacy law and includes, without limitation, non-public Personal Information that reveals your social security, driver’s license, state identification card, or passport number.

Information We Collect

We collect information in five main ways:

  • Identifiers (e.g., a real name, postal address, email address, account name, other similar identifiers);
  • Personal information that identifies, relates to, describes, or is capable of being associated with, a particular individual (e.g., bank account number, financial information);
  • Characteristics of protected classifications under California or federal law (e.g., citizenship);
  • Internet or other electronic network activity information (e.g., browsing history, search history, and information regarding a consumer’s interaction with our website); and
  • Sensitive personal information (e.g., tax identification number).

How Your Personal Information Is Collected From You:

  • The information that you voluntarily supply to us when you make an investment.
  • The information that you voluntarily supply to your stock broker, registered investment adviser, financial professional, custodian, or the channel through which you make an investment with us, and that is in turn provided to us.
  • The information that you supply to us voluntarily via the website, email, telephone, meetings, or mail.

We May Also Collect Personal Information From The Following Categories:

  • Publicly accessible sources (e.g., property records, licensing, and registration records).
  • Information about your use of our website. By example, such information includes the pages you access, the time you spend on the page and the like, to the extent you do not turn off cookies, tracking and the like via your web browser settings.

What We Do With Your Personal Information

We may use your Personal Information:

  • To administer our business and provide service to you.
  • To contact you, such as to respond to questions you may raise.
  • For our legitimate internal business purposes, such as analytics designed to improve and enhance the services we may offer you.

In addition to these limitations on the use of your Personal Information, in any event, we further restrict the use of your Sensitive Personal Information to what is reasonably necessary for our legitimate internal business purposes.

The length of time we intend to retain your Personal Information is determined by the time period reasonably necessary for the disclosed purpose above; our routine back-up retention policies; any applicable legal, regulatory or other similar document retention requirements; and certain other legitimate purposes as further described below in “Right to be Forgotten or Deleted.”

How We Share Your Personal Information

We may share Personal Information in limited circumstances related to our services:

  • Service Providers and Professional Advisors: With vendors who support our operations (e.g., IT providers, compliance consultants, administrators, custodians, auditors, and legal counsel). They may only use the information to perform services for us.
  • Affiliates (if applicable): With affiliated entities involved in managing or administering Magnolia’s investment and advisory activities.
  • Regulators and Legal Authorities: To comply with applicable laws, regulations, subpoenas, court orders, or other legal processes.
  • Business Transactions: In connection with evaluating or completing a business transaction involving Magnolia (such as a merger, reorganization, or asset sale), subject to appropriate safeguards.

We do not sell Personal Information as a stand-alone product or as a separate line of business.

Your Choices and Rights

Depending on your jurisdiction and our relationship with you, you may have certain rights with respect to your Personal Information, such as the ability to:

  1. Access: Request information about the Personal Information we maintain about you.
  2. Correct: Ask us to correct or update inaccurate information.
  3. Delete: Request deletion of certain Personal Information, subject to legal and business record-keeping requirements.
  4. Limit or Object: In some cases, object to or limit certain uses of your information.

Contact Us

If you have questions about this Privacy Policy or want to submit a request related to your Personal Information, please contact:

Magnolia Legacy Partners
One Financial Plaza
100 SE Third Ave, Suite 1850
Fort Lauderdale, Florida 33394
Phone: (954) 623-0000